Integrate Advantage Anywhere with Retently

Trigger NPS/CSAT surveys after significant lead interactions or updates, sync customer contact information and lead status with Retently, and use survey feedback to refine lead management strategies.

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About Advantage Anywhere

Advantage Anywhere is a platform for managing leads and contacts. It allows users to create and track leads, notes, and notifications within the system.

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Advantage Anywhere to Retently

1

New Lead or Prospect Created

Triggers when there's a new lead or prospect created in Advantage Anywhere.
2

New Referral Source

Triggers when a new referral source is created in Advantage Anywhere.
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Retently to Advantage Anywhere

1

Create History Note

Creates a note inside the user's history section.
2

Create Contact

Creates a new contact (i.e. Lead, Prospect, Client).
3

Create Notification

Creates a new notification and allows adding information to a contact record.

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